$38.1B — 54 trillion won (~$38.1B) combined board-approved investment — 35.2 trillion won for the Yongin Y2 fab + 19.1 trillion won for the Cheongju M17 fab (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
$38.1B — 54 trillion won (~$38.1B) combined board-approved investment — 35.2 trillion won for the Yongin Y2 fab + 19.1 trillion won for the Cheongju M17 fab (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
Sourced figures 1
- SK hynix newsroom 54 trillion won (~$38.1B) board-approved for Yongin Y2 (HBM + next-gen DRAM) and Cheongju M17
the working
Basis
$38.1B — 54 trillion won (~$38.1B) combined board-approved investment — 35.2 trillion won for the Yongin Y2 fab + 19.1 trillion won for the Cheongju M17 fab (paid to unnamed vendors/contractors — this source doesn't disclose who specifically got the money)
Hypothesized recipients 4
- SK hynix (memory fab construction (DRAM/HBM)) → ASMLhypothesis
$7.9B — Record order: SK hynix committed KRW 11.9 trillion (~$7.9B) for approximately 30 ASML EUV lithography scanners through end-2027, split between the Cheongju M15X fab (HBM) and the Yongin cluster (advanced DRAM) -- this may overlap with rather than sit fully on top of the already-tracked $38.1B Yongin/Cheongju combined investment.
- SK hynix (memory fab construction (DRAM/HBM)) → SK ecoplanthypothesis
EPC affiliate handling engineering-procurement-construction work on the Yongin semiconductor cluster and its support facilities (cogeneration plant, industrial-complex development).
- SK hynix (memory fab construction (DRAM/HBM)) → Techcross Water & Energyhypothesis
$35.0M (estimate) — Letter of intent worth approximately 50 billion won (~$35M) for Phase 2 wastewater-treatment EPC work at the Yongin fab -- an LOI, not yet a signed contract.
- SK hynix (memory fab construction (DRAM/HBM)) → TEMC CNShypothesis
$18.7M — Confirmed KRW 25.25B (~$18.7M) contract, signed June 26 2026, to supply/install the Central Chemical Supply System (CCSS) for the Yongin fab.
A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Research · Q1.